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Centaurus Financial, Inc
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Centaurus Financial, Inc
Contact Information
About My Practice
Michael C. Mattison, servicing the Washington DC metro area, is a registered advisory representative with Centaurus Financial, Inc. The focus of Mike's practice is in the Federal Employee market and he provides a concierge style of service unique in the industry. Mike is a retirement distribution planning specialist who has been published and has trained more than 2,000 financial professionals across the country. A nationally recognized public speaker on financial planning, he maintains the designation of Chartered Federal Employee Benefits Consultant (ChFEBC) and licenses in good standing for Life and Health insurance.
Offering Advice Since
1996
Areas of Specialty
Comprehensive financial planning Retirement planning Investment planning and asset management Estate planning Insurance Long-term and elder care Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: ChFEBC Insurance Licenses: Life & Health Security Licenses: Series 7, 63 & 65 Education: Bachelor of Science, Finance
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer) Fee based on percentage of assets managed Commissions on insurance products purchased Commissions and/or loads for investment products purchased
My Association with the Office or Firm
Registered Representative
My Broker / Dealer Affiliation
Centaurus Financial, Inc. Member FINRA and SIPC
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